Team

TEAM OVERVIEW

Any business is only as good as its team. That’s why our team works hard to help you understand the full implications of your tax planning decisions, so you can always choose the plan of action that will serve you the best down the road, and for years to come. See leadership here.

CHRIS BERG

Background Experience:
Chris worked at CBIZ, Inc. from 2006-2008 before reconnecting with Jake in 2011 to join him at his newly formed practice, “Lincoln Tax & Wealth” which would materialize into Coastal Tax Advisors in the summer of 2014. Chris also serves as the CFO and co-founder of a San Diego based endurance sportswear design company and is a manager of an elite triathlon team which he co-founded in 2011.

Education:
Chris graduated from the University of San Diego in the spring of 2007 with a Bachelor of Accountancy, minoring in Economics.

Personal Life:
Chris competes as a professional triathlete racing across the globe in distances ranging from Super Sprint Grand Prix to half Ironman. When not swimming, cycling or running he enjoys reading, going to the movies and good sushi.

KRISTINA KING

Background Experience:
Ms. King’s diversified experience stems from both the hospitality and accounting industries. She has held positions both domestically and internationally. Now working with the Coastal Tax Advisors team, Kristina is excited to provide exceptional customer service and to be a part of a dedicated team.

Education:
Ms. King earned her bachelor’s degree in business administration from the Blue Mountains School of International Hotel Management, Sidney, Australia. In addition, Ms. King earned the Swiss Hotel Association Diploma from Les Roches International School of Hotel Management in Bluche, Switzerland – one of the top 10 hotel management schools in the world. Kristina is continuing her education at the University of California, San Diego’s Extension program and is working on completing an accounting certificate.

Personal Life:
Kristina is a native San Diegan. Her favorite activities include international travel, hiking, spending time with friends and family, and exploring San Diego’s culinary scene. Kristina spends most of her spare time with her 1 ½-year-old Rottweiler puppy.

MEGAN HEDGECOTH

Background Experience:
Megan began her career in accounting at a medium-sized CPA firm during her freshman year in college. She continued her career post-graduation as an accountant for a privately held mortgage firm as their CFO, and then transitioned back into public accounting. In 2010 Megan connected with Dave Morgan and has been an asset to the firm ever since.

Most notably, Megan’s experience gives her a unique edge when analyzing small business clients’ needs in juxtaposition to their tax planning and preparation. Megan is known in the office as the “QuickBooks Queen” for her extensive knowledge and experience solving challenges within QuickBooks’ accounting software.

Education:
Ms. Hedgecoth graduated San Diego State University with a bachelor’s degree in accountancy. She is an enrolled agent with the IRS (since 2009) and is a QuickBooks ProAdvisor.

Personal Life:
Megan is a proud mother of her son, Corbin, a junior football player and avid adventurer. They spend time together enjoying activities such as bike riding, being outdoors, adventuring, and traveling. In her spare time Megan’s passion is photography. Her hobby business Megarazzi keeps her busy on weekends shooting graduations, weddings, engagement parties, and family portraits.

CHELSEA GREEN

Background Experience:
As a recent graduate, Chelsea joined the Coastal Tax Advisors team in 2016 ready to apply her skills and bring a hardworking personality to a progressive and growing company. She completed an internship with Poway Fit Body Boot Camp where she assisted with the development of an annual membership-drive incentives program, supported attendance records and special events, and learned about the business side of a fitness facility.

Education:
Ms. Green graduated from San Diego State University with a Bachelors in Business Administration, Management in the Spring of 2016.

Personal Life:
In her spare time, Chelsea likes to travel and be outdoors. Hiking and going to the beach with her dog are two of her favorite things to do.

JAY PALOS

Background Experience:
Jay began his accounting career working for the private sector and has held Staff Accountant positions in the Insurance and Hospitality industries. He has now transitioned into Public Accounting and, having completed the CPA exam, is working towards earning his CPA license in the near future.

Education:
Jay graduated from The University of California, Los Angeles in the Fall of 2009 with a Bachelor’s degree in Economics with emphasis in Accounting. He also spent a semester studying abroad at Thammasat University in Bangkok, Thailand.

Personal Life:
Jay enjoys numerous pastimes, some of which include hiking, reading, and movies. He also has a passion for exploring diverse cultures and enjoys anything having to do with international travel.